Artikel von Jörg Meyer
Jörg Meyer is a graduate economist and has been involved with the stock market since 2001. Since 2005, he has been a trader focusing on American and German stocks. He follows a technical-fundamental approach to identify the best stories and trading ideas. At TraderFox, he is responsible for the flagship trading offering "Trading Room" as well as the sections "Germany/Europe" and "USA".
Latest from Jörg Meyer
Leader Stocks at 52-Week High: Here's Why F5, Halozyme, and Cloudflare Are Now Taking Off
Leader stocks can be recognized by their ability to reach new highs even in a turbulent market. This...
Anthropic is Building an Autonomous AI Lab. Here's why AI Drug Research is Becoming a Growth Driver for Thermo Fisher
The new life sciences initiative by Anthropic strengthens my optimism for Thermo Fisher, which has been...
AMD: Despite the Slowdown Debate, There's No Demand Weakness - AI Agents Drive CPU, GPU and Networking Needs Simultaneously
AMD CTO Mark Papermaster supports a more responsible development of frontier models but does not see...
Amazon: 100,000x More AI Tokens - This New Huawei Forecast Strengthens My $400 Bull Case
The new Huawei forecast strengthens my bull case for Amazon (i) – I see the stock as one of the biggest...
Huawei Expects 100,000x More AI Tokens by 2035: These Three Stocks Will Benefit From the Era of AI Agents
The next phase of the AI boom could be significantly larger than today's training of chatbots. Huawei...
Robinhood: Tokenization Makes Its Way to America – SEC Gives the Green Light for a New Era of Stocks
The SEC creates a five-year exemption under which tokenized stocks and other securities can be traded...
Arm: Demand for AI Chip Exceeds $2 Billion - CEO Grows More Confident in Revenue
Customer demand for Arm's new AGI CPU has already exceeded $2 billion for the fiscal years 2027 and...
SpaceX: Cathie Wood Sees $10 Trillion Starship Potential – the First V3 Orbital Flight Is Coming on September 22
Cathie Wood believes that a long-term potential of around $1 billion in Starlink revenue per fully...
Elmos: Growth Acceleration Starting in 2027 Plus Humanoids - The 30% Correction Opens up an Opportunity for Me
After the approximately 30% correction, I am looking at Elmos much more closely again. The stock had...
The Next AI Revolution is Happening in the Healthcare Sector: These Three Stocks Will Benefit
After data centers, the healthcare sector could become one of the next major AI markets. In our US portfolio,...
Apple: Own AI Servers Possible from 2029 - Surprisingly, NVIDIA to Assist with Networking
According to "The Information", Apple is developing its own enterprise AI server based on its M8 Ultra...
Intel: SK Hynix is Considering US Memory Production for the First Time – Even Hyperscalers Could Join In
SK Hynix is in talks with Intel about the first-time production of memory chips in the USA. In...
Match Group: CEO Sees Hinge Eventually Becoming Larger Than Tinder – That Would Be a Completely New Story!
We are tracking stocks at their 52-week highs for new stories. One such story is beginning to establish...
AXA: AI is Expected to Contribute €500-700 Million in Value – P/E Ratio of 10.
AXA makes AI a core part of its new strategy plan "Growing Forward." At the Capital Markets Day, the...
Marvell: AI Slowdown? Here's Why I See the Pullback as an Opportunity
I see the recent pullback in Marvell (i) more as an opportunity. The market is reacting to the call...
Broadcom: AI Slowdown? CEO Hock Tan Disagrees - $230 Billion in AI Revenue and Inference Boom Remain on Track
Anthropic is expected to become Broadcom's largest XPU customer by 2027 and maintain this position...
SpaceX: Musk Expects Full Starship Reusability by 2027 – First Starfall Customer Acquired
Elon Musk considers it "extremely likely" that SpaceX will achieve full Starship reusability with...
Anthropic CEO Calls for a Slowdown of AI: These Four Stocks Could Now Become the New Winners
The AI boom may be at a turning point, but it's not the end. Anthropic CEO Dario Amodei is explicitly...
Okta: Amodei's AI Warning Confirms My Identity Security Assumption
The recent warning from Anthropic CEO Dario Amodei confirms the narrative about Okta that I shared in...
Chevron: Saudi Shortfall Threatens 4% of Global Oil Supply and Boosts Brent - Venezuela Expansion Becomes a Strategic Asset
After a drone attack, Saudi Arabia's central East-West pipeline is shut down. This route was transporting...